Some memberships may require a full review before they become a full-fledged member. Membee's membership approval process makes it easy to receive new memberships, capture prerequisite information, and approve or reject the membership! Email notifications will keep you informed of any pending applications, so no one slips through the cracks.
Whether you're communicating something to one member or a group of members, Membee keeps it easy for you to send emails in just a few clicks! Use your People Views to refer to a specific group of members, or send an email to a person in seconds. Emails are fully optimized for higher deliverability and Membee saves a copy of your sent emails to the person's record so you can see a history of communication!
Panels will group information together on a member's record. Create custom panels tailored to display unique information in one place, show your frequently used panels at the top first with the drag and drop feature, or clean your workspace by hiding unused panels!
Emailing your members can be done easily. By using views, you can always pull the most up to date list that even includes your new members! Two different actions in the view allow you to email your members directly in Membee with a copy of the email saved or you can send them to MailChimp or Constant Contact to build stunning marketing emails.
In a single click, the overview window or panel will display the person or organization's membership or activities and see how they are participating or engaging with your organization. Designed to give you an at-a-glance view, it will include lifetime membership or event billing and the number of events they have attended or will be attending.
Gathering a total number of your membership is meant to be done fairly quickly. In a single click to open the snapshot window, you'll see a breakdown of your membership including a total of organization or person members. You can easily pull this number in seconds to use the totals to report back to your board or use it for your own tracking!
All your views of your member or non-member lists can be exported in CSV or Excel. It preserves the columns and the order of the columns so what you export is in the exact same order as your view! CSV and Excel files are versatile and globally used, making it easy to share information with board members or other key team members.
Keeping in touch with your members is important but the small things can really add up. Membee's tasks makes it easy for you to set up a task to complete on a future date and forget it. When that task date comes, an email reminder is sent to you with a quick access link to the task, making it easier to get your to-do list completed while staying engaged with your members.
Customize what information appears in the core area for people and organization records. You can add your very own custom parameters or custom fields and reorder them to see the highest priority items. It's unique to your login and access so you won't have to worry about other team members.
Are you frequently gathering a list of your members or non-members that have a common attribute such as a specific status or custom parameter? In Membee’s advanced interface, you can save time and create a customized view so that in one click, you can see the most updated list at any time! You can even prioritize what information you want to see in your view so you don’t need to search for it, such as their phone number.